Betterment LLC’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
15,906
+4,871
| +44% | +$120K | ﹤0.01% | 400 |
|
|
2025
Q1 | $268K | Buy |
11,035
+552
| +5% | +$13.4K | ﹤0.01% | 414 |
|
|
2024
Q4 | $251K | Buy |
10,483
+1,763
| +20% | +$42.2K | ﹤0.01% | 409 |
|
|
2024
Q3 | $233K | Buy |
+8,720
| New | +$233K | ﹤0.01% | 407 |
|
|
2024
Q1 | – | Sell |
-9,600
| Closed | -$232K | – | 361 |
|
|
2023
Q4 | $232K | Sell |
9,600
-3,015
| -24% | -$72.9K | ﹤0.01% | 304 |
|
|
2023
Q3 | $267K | Buy |
12,615
+3,467
| +38% | +$73.4K | ﹤0.01% | 270 |
|
|
2023
Q2 | $210K | Buy |
+9,148
| New | +$210K | ﹤0.01% | 277 |
|
|
2022
Q4 | – | Sell |
-8,342
| Closed | -$202K | – | 257 |
|
|
2022
Q3 | $202K | Hold |
8,342
| – | – | ﹤0.01% | 222 |
|
|
2022
Q2 | $202K | Sell |
8,342
-5,136
| -38% | -$124K | ﹤0.01% | 222 |
|
|
2022
Q1 | $394K | Buy |
13,478
+1,152
| +9% | +$33.7K | ﹤0.01% | 188 |
|
|
2021
Q4 | $377K | Buy |
12,326
+2,032
| +20% | +$62.2K | ﹤0.01% | 174 |
|
|
2021
Q3 | $282K | Sell |
10,294
-385
| -4% | -$10.5K | ﹤0.01% | 176 |
|
|
2021
Q2 | $296K | Sell |
10,679
-339
| -3% | -$9.4K | ﹤0.01% | 153 |
|
|
2021
Q1 | $281K | Buy |
+11,018
| New | +$281K | ﹤0.01% | 128 |
|